Andrew A. Mccluer

MBM WEALTH CONSULTANTS

Chesterfield, MO 63017

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CRD#: 5938442

Professional summary

Andrew Arthur Mccluer, CFP®, who also goes by Andrew Arthur Mccluer, Andrew Mccluer, is a registered financial advisor currently at MBM WEALTH CONSULTANTS, LLC located in Chesterfield, Missouri.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Arthur Mccluer | Andrew Mccluer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF BUSINESS: The Scottish St. Andrew Society of Greater St. Louis NON-INVESTMENT RELATED: ADDRESS: P.O. Box 50306, St. Louis, MO 63105-998 NATURE OF BUSINESS: Promote Scottish culture in Greater St. Louis POSITION: Member at Large Board member START DATE: 09/20/23 APPROX. HOURS/MONTH: 4-5 hours per month HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: To promote Scottish culture in the St. Louis region through educational programs, cultural events, philanthropic deeds, and partnerships with cultural organizations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Arthur Mccluer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

December 13, 2022 - Present

MBM WEALTH CONSULTANTS, LLC

Office #1: 400 Chesterfield Center Suite 125, Chesterfield, MO 63017

RIA

CRD#: 169091

Chesterfield, MO

Past

July 2, 2020 - December 9, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Chesterfield, MO

Past

July 2, 2020 - December 9, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Chesterfield, MO

Past

August 23, 2017 - June 16, 2020

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

August 14, 2017 - June 16, 2020

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

November 7, 2011 - February 25, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ST. LOUIS, MO

Past

September 2, 2011 - February 25, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

Missouri

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/10/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(12/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2017

General Securities Representative Examination

Current Firm

MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC | ZANTRILLION WEALTH ADVISORS, LLC

CRD#: 169091 / SEC#: 801-112994

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

Missouri

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/10/2018 Terminated)

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Contact information

Main Address

16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 274-6262

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MBM 2025 ANNUAL DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,542
AUM (Assets Under Management)	$ 417,890,470

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
08/28/2024	Cover Page	Report
10/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrew A. Mccluer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Arthur Mccluer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MBM WEALTH CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2017

Current Firm

MBM WEALTH CONSULTANTS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MBM WEALTH CONSULTANTS, LLC

TRUST BUT VERIFY

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